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Nvidia owns the AI story, so why is AMD beating it on returns?
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Nvidia owns the AI story, so why is AMD beating it on returns?
At the start of 2026, most investors would have confidently picked Nvidia stock as most likely to lead the market.Jensen Huang still owns the AI stage, Nvidia (NASDAQ: NVDA) remains the default name in data-center spend, and the company has been expanding its CPU ambitions with Meta while touting a $1 trillion AI-chip opportunity through 2027.However, the market has made a quieter call, with AMD doubling from its January 2 close of $227.15 to $4…
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